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Confused.com on IHT and CGT
My grandmother passed away in 2019 and through her will, placed a property in trust giving my aunt the right to reside in it. My Aunt lived in the property all her life as her main residence, but she has now passed away (May2023). Im in need of advice as I’m seeking to sell the property, and would like advice on the CGT…
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Land Registry form query
Help please with Land Registry forms. My Dad and Mum owned a flat as tenants in common. Dad has died and I am executor, I have obtained Grant of Probate. The flat now needs to be just in mums name. Am I right that forms TR1 and AP1 are required plus ID1 for both myself as executor and my mum as transferee? There’s a form…
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Help with an unresponsive solicitor
I am both a beneficiary and an executor of my mother's will. My mothers house was sold on the 20th of July after a number of shambolic attempts to get it sold. Completion day was the 20th of July and the new owners have been living in the house from the same date. On the 20th of July the solicitor informed me, there were…
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Change in inheritance tax rules
A friend lost both of her parents in early 2023, probate is still ongoing. If there are changes in the inheritance tax laws in October will that affect those currently going through probate? I think probably not but checking to see if that is correct.
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How to submit IHT400 online?
I can only find instructions on how to submit via post. Apparently the online forms are processed faster. Thanks.
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IHT question - historic property valuation
Hi all, hope someone can help me. My mother recently died & my sister & I are executors and sole beneficiaries of her estate which will exceed the £325k threshold. When her 2nd husband died in 2009 she was left a property ( and not much else of any value). As they were married at the time of his death, am I correct in…
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Assent question: ID1, ID3 or not required?
Hi, My mother passed away earlier this year and left a will naming my sister and I as joint executors. The family home has been left to my sister and I - it's the only house I've ever lived in and for the time being I will continue to live there, my sister has her own home. We received the grant of probate about a week ago…
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Discharge document renouncing a legal rights scotland
Hi, I am hoping someone can help me draft a letter to my brother who was removed from our mother's will. She did not want him to gain anything after her death due to some of the very cruel things he did to her and they hadn't spoken in more than 10 years prior to her passing. I want to honour her wishes but am bound by…
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Probate Granted - Ready to move on
My father passed away just over 12 months ago and probate was granted in December 23. I am the sole beneficiary and executor. He owned a house which is in his sole name (following the death of my mother). My husband I also own our own home, We want to move into my dads old house and sell ours - does anyone know if there…
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IHT & Probate
Dad's estate is well under the IHT threshold so I presume that I only need to put the value of his estate (flat) on the probate form. No other forms are required? Thanks
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Care home
My mum remarried 20 years ago but her husbands name was never added into the house deeds so the house is solely in my mums name . He has now had a major stroke and is unable to return home. I have had advice from the CAB and they confirmed that my mums house will not be taken into account as when it comes to care homes it…
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Probate problem
About to start the process for my father's estate - he had a Deferred payment scheme with the council for his care home fees and when he died we repaid the amount that was owed on the loan. Is there a section on the application where we can list this amount (£34000) The is left to me. Any advice please before I start the…
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Issues with partners estate after death
Hi My long term partner (not married) recently passed away and I was the only person at the time to have access to their house. While everything is being sorted out (there was no will) the relations are starting to say I shouldn't have been in the house etc. but I already had a key from the deceased for 10 odd years and…
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Probate and executors ( Scotland )
Hi my late wifes mother passed away about 4 years ago and my late wife and her sister were executors of her estate . Some background information may help . My wife and I were planning on buying out her sisters half of a house and moving to Scotland as my wife had lived in England for almost 30 years and wanted to go back…
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Help needed regarding Joint Executors
A few years back we had mirror wills drawn up by a solicitor which on first death leaves everything to surviving spouse (who would be the executor) and on the second death to our three children. Two of our children live abroad so I was concerned about the executors at that stage. I took the solicitor's advice to appoint…
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inheritance not received, executor has passed and funds have been spent
Hi all, hoping for clarity on an issue My late FIL was executor to his late mother's will, in which she left a sum to her grandchildren to be received on their 21st birthday. My FIL was to hold these monies until such time arrived for each child, however it seems he used this money for one thing or another. He has now…
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When is Probate not Probate
We have used a solicitor to apply for probate and it was granted back in March. We came to sell the property and buyers solicitor has said the extracting solicitors name is incorrect on the grant and we cannot proceed (The address etc is correct just solicitors company name). We are getting this corrected (which has taken…
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Possible Labour Changes in Inheritance Tax
Both my parents have passed in the last 10 years, my mother lastly 5 years ago. Being the sole beneficiary, with no inheritance tax due under current legislation, I have stupidly not sort probate(partly due to exhaustion of being a carer and my own cancer scare) in those 5 years. With a new budget due end of Oct 2024, and…
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Theft of assets belonging to an estate
My cousin’s father-in-law recently died in his 70s after a long illness. He had four children. Two from his first marriage, two from his second (with a 20 year age gap between siblings 2 and 3 so the two pairs aren’t super close with each other), and none from his third marriage which happened much later in life. Both of…
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Post Probate HMRC demand
Mum died in December 2023. Simple estate and probate has been done (by a probate company) and beneficiaries paid out. Now today I received a demand from HMRC for underpaid tax on her savings. They make no mention of her death and have my address incorrect. The letter is addressed to me (I assume as I was POA but that role…
